Perigon Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
1,619
+121
| +8% | +$22.2K | 0.01% | 843 |
|
|
2025
Q1 | $263K | Buy |
1,498
+47
| +3% | +$8.26K | 0.01% | 862 |
|
|
2024
Q4 | $282K | Buy |
1,451
+237
| +20% | +$46.1K | 0.01% | 843 |
|
|
2024
Q3 | $233K | Buy |
+1,214
| New | +$233K | 0.01% | 874 |
|
|
2021
Q1 | – | Sell |
-308
| Closed | -$39K | – | 618 |
|
|
2020
Q4 | $39K | Buy |
+308
| New | +$39K | ﹤0.01% | 810 |
|
|
2018
Q2 | – | Sell |
-72
| Closed | -$6K | – | 325 |
|
|
2018
Q1 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 544 |
|
|
2017
Q3 | – | Sell |
-72
| Closed | -$5K | – | 662 |
|
|
2017
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 530 |
|
|
2017
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 568 |
|
|
2016
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 638 |
|
|
2016
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 576 |
|
|
2016
Q2 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 404 |
|